Manse Capital Limited Financial Planners - Financial Planners, Wealth Managers, Tax Planners

Simon has been working as a financial planner for nearly 20 years now, and was a founder member of Manse Capital way back in 1996. As a shareholding director, he has helped to drive through the evolution of the firm to the well respected business it is now.

Over the years he has built valued and mutually trusted relationships with clients; his portfolio has grown due to recommendations to their colleagues, friends and family. He will help you set goals and priorities, based upon how your wealth should impact you, your family and your community. Simon’s role is to liberate you from the everyday responsibilities of wealth management to reflect your values, live your life, and pursue your passions.

Out of the Office

Simon is married to Catherine and has three children, Hannah, William and Freddie. His knees stifle his competitive sporting ambitions these days, so he has to content himself with a bit of badminton and tennis, whilst supporting his kids various activities as best he can. This can include refereeing matches, but he gets little respect from the players or parents when they discover he is a West Brom fan, and therefore can know nothing about football.

Musically, his kids are horrified that his musical taste sometimes mirrors their own, but he’s seen the Arctic Monkeys live and they haven’t.

Having studied Fine Art to degree level, he spends more time appreciating than making these days, and is more likely to be holding a camera than a paintbrush.

Simon Fitton’s profile on Institute of Financial Planning site.

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Nick typically works with clients who are serious about creating wealth and enjoying it, but who then also wish to protect it against taxation and legal challenge, with a view to either ensuring it can pass efficiently to subsequent generations or to charitable organisations.

He believes Wealth Management is not about money but about people. He believes that understanding your values, needs, and objectives is the only way that advice can then be given in any kind of context. Once we understand you, we can then build a team of professionals to look after your wealth utilising the best technical expertise in terms of investment strategy, legal protection and accountancy services.

Nick is one of only a small number of professionals in the country to hold both the Chartered (APFS) and the Certified (CFP) Financial Planner qualifications.

Ideal Client Types

• Business Owners
• Retired Business Owners
• Trustees
• Professionals
• Those Seeking to Build a Structured Retirement Plan
• Those Seeking to Protect their Wealth

Specialist Practice Areas

• Holistic Financial Planning
• Estate Planning
• Financial Planning for Divorce
• Family Protection Planning
• Education Cost Planning
• Trustee Investments
• Retirement Planning

Out of the Office

Nick is married to Sarah and has two daughters Emily and Abbie and very much enjoys family life in his home village. He is a season ticket holder at Worcester Warriors Rugby Club for his pains and plays village cricket for Abberley and Great Witley Cricket Club in the summer. He also enjoys running the odd half marathon and has an interest in photography.

Nick Crabbe’s profile on Institute of Financial Planning site.

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A Wealth Manager with over 24 years experience, Karl spends much of his time managing the relationships and affairs of his clients, who are primarily wealthy individuals, trustees, business owners and busy professionals.

In the background, he combines the use of state of the art planning software, a wealth of technical knowledge, strong analytical skills and his reputation for out of the box thinking to assist his clients deal with strong emotive issues, (such as wealth protection, succession planning, philanthropy and asset allocation), to create and implement a plan to achieve their long-term objectives in the most effective manner.

Karl is also able to apply his knowledge of property investment for the benefit of his clients where appropriate. Karl is both a Certified Financial Planner and a Chartered Financial Planner.
Working With other Disciplines.

Karl’s work involves frequent interaction with solicitors and accountants to ensure a co-ordinated approach to secure the best overall outcome for both his clients and those introduced through these professional relationships. His work also involves producing reports of the Court of Protection and advising on investment and taxation strategies for various types of trusts.

Out of the Office

Karl is a bit of an action man, (or as his long suffering wife would have it, ‘an accident man’). He enjoys hiking, gym training, cycling plus a little sailing and sub aqua when on holiday. Golf is his recently acquired interest, where he admits to there being ‘some room for improvement’ in his game. All of these are necessary to offset his other great loves of socialising and good restaurants.

He lists amongst his personal achievements; swimming with Great White sharks, doing the world’s highest commercial bungee jump (over 700 feet), plus organising and completing a two week multi-marathon in aide of MENCAP. This entailed cycling 800 miles, climbing Ben Nevis, Scar Fell and Snowdon, swimming the length of Lake Windermere, canoeing 40 miles of the Leeds-Liverpool canal and finishing with a 20 mile run into Leeds.

In both July 2009 and 2010 he successfully completed the grueling Tough Guy challenge, ‘Nettle Warrior’, (A very tough 10 mile assault course), in aid of BLESMA (the British Limbless Ex Serviceman’s Association).

What next?

Karl Lavery’s profile on Institute of Financial Planning site.

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Jon has been a financial planner for over 20 years in which time he has built up a lasting and trusting relationship with his many clients, most of whom are based in his native Yorkshire Dales.

His interests are his three children and various sporting activities including Wharfedale Rugby where he both played (unsuccessfully) and now coaches as well as being secretary and player at Upper Wharfedale Cricket Club.

What time remains is spent drumming in the very average and appropriately named band Mid Life Crisis.

Financial Planning Analyst/ Financial Planner

Imelda de Bruin has worked in Financial Services for 9 years, 7 of which have been with Manse Capital. She holds both Certified Financial Planner and Chartered Financial Planner status, as well as having a BA (Hons) in Financial Services.

As senior Financial Planning Analyst at Manse Capital, Imelda is involved with much of the model building, report writing and technical research required in the construction of a financial plan.

However, she is now keen to apply her knowledge in a client facing role. She is therefore now taking on new financial planning clients of her own. Ideal clients would be anyone who requires guidance and technical assistance in identifying their life goals and setting a strategy to achieve them. Working as a Financial Planning Analyst she has excellent technical knowledge on the range of financial planning tools such as insurance and investments, the NHS and other professional pension schemes and investing in a low cost and market efficient manner.

Out of the Office

Imelda’s spare time is mostly spent trying to keep fit and to pass exams. She cycles to work and works out at the gym regularly, her favourite classes being circuit training and boxercise. She also likes to mountain bike but prefers to keep this as a ‘fair weather’ activity!

She is married to Tom, our website developer, and the two of them have a keen interest in music, regularly supporting local and international bands.

Sarah Robinson has a BA (Hons) degree in Economics. She has worked in the industry since 2004 and joined Manse Capital as a Financial Planning Analyst in September 2008. She holds the Diploma in Financial Planning and is currently working towards becoming a Chartered and Certified Financial Planner.

Alex has worked in financial services for over 5 years and joined Manse Capital as a Financial Planning Analyst in May 2011. He holds the Diploma in Financial Planning and is currently studying hard to achieve his chartered status.

Michelle Charlesworth has worked in Financial Services all her working life, and began her Manse Capital career in 2000. She started working as an Administrator and has worked her way through different roles in the organisation to her current position of Office Manager.

Caroline Frost has worked in Financial Services for over 20 years, starting at an insurance broker, and then moving to a life office for 10 years before moving to the Independent Financial Advice sector. She joined Manse Capital in 2002 as Financial Planning Support and holds the first paper in the Financial Planning Certificate.

Gillian Davies holds the Financial Planning Certificate and has worked continuously within the mortgage market both for a Lender and other IFA since ceasing studying Electrical Engineering at University. She joined Manse Capital as a Mortgage Administrator in May 2002.

Kirsty is new to the world of financial services having spent time travelling since her education years and relocating from Henley to Ilkley.

Emma has worked in Financial Services for 10 years, most recently with JPM in Ilkley. She completed her Certificate in Financial Planning in 2010 and is currently studying towards achieving Diploma status. In amongst her work and social commitments Emma loves spending time with her young son Reuben.